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Schwab Fundamental Emerging Markets Large Company Index ETF

164 hedge funds and large institutions have $2.4B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 28 closing their positions.

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% of All Funds
3.37%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
24
Increased
53
Reduced
61
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.87B 79,989,540 +32,125,119 +67%
Victory Capital Management
2
Victory Capital Management
Texas
$136M 5,803,300 -5,803,300 -50%
MIS
3
Morningstar Investment Services
Illinois
$52.2M 2,209,051 -339,956 -13%
USAA
4
United Services Automobile Association
Texas
$28.8M 1,232,201
FM
5
Foster & Motley
Ohio
$23.9M 1,020,660 +70,543 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.4M 826,875 -122,173 -13%
LF
7
Lee Financial
Texas
$19.3M 824,160 -198,781 -19%
Morgan Stanley
8
Morgan Stanley
New York
$17.3M 739,650 -66,181 -8%
ML
9
McAdam LLC
Pennsylvania
$15.7M 670,288 +53,449 +9%
ECM
10
Elgethun Capital Management
South Dakota
$13.9M 602,596 +98,653 +20%
AA
11
ALPS Advisors
Colorado
$13.3M 568,543 -6,370 -1%
YAL
12
Your Advocates Ltd
Texas
$9.68M 393,142 -30,023 -7%
Bank of America
13
Bank of America
North Carolina
$9.12M 389,548 -32,661 -8%
KLI
14
Kelman-Lazarov Inc
Tennessee
$8.99M 384,047 +85,604 +29%
CWM
15
Cabot Wealth Management
Massachusetts
$7.81M 333,772 +25,981 +8%
CST
16
Charles Schwab Trust
Nevada
$7.06M 301,841 +199,614 +195%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.8M 290,453 +23,230 +9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$6.69M 285,706 -2,796,525 -91%
LPL Financial
19
LPL Financial
California
$6.36M 271,674 -91,832 -25%
HWA
20
HHM Wealth Advisors
Tennessee
$6.05M 258,206 +3,888 +2%
MIM
21
Morningstar Investment Management
Illinois
$5.66M 241,856 -133,427 -36%
SC
22
Savant Capital
Illinois
$5.62M 240,144 +29,117 +14%
BFA
23
Beaumont Financial Advisors
Massachusetts
$5.44M 232,339 +56,766 +32%
LNC
24
Lincoln National Corp
Pennsylvania
$5.22M 222,827 +521 +0.2%
RCA
25
Resonant Capital Advisors
Wisconsin
$5.17M 220,758 +128,810 +140%